Root Financial Partners, LLC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Number of Shares
12,418
Previous 8,482 46.4%
Holding current value
$1.21 Billion
Previous $835 Million 45.23%
% of portfolio
0.12%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
3,936 Added 46.4%
12,418 $1.21 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
2,480 Added 41.32%
8,482 $835 Million
Q4 2024

Jan 29, 2025
BUY
N/A
2 Added 0.03%
6,002 $597 Million
Q3 2024

Oct 31, 2024
BUY
N/A
6,000 New
6,000 $608 Million
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